Page 1 Vendor Center Table of Contents: About the Vendor Center ............................................................................................................................. 2 Purpose: ................................................................................................................................................. 2 Configuration and Setup............................................................................................................................... 2 Company Maintenance ............................................................................................................................ 2 Security................................................................................................................................................... 3 Vendor Maintenance ............................................................................................................................... 3 Edit Follow Up Codes ............................................................................................................................... 4 Vendor Center and the RFQ .......................................................................................................................... 4 Vendor Center and the PO............................................................................................................................ 7 Matching Vendors ....................................................................................................................................... 9 Unmatched Vendors .................................................................................................................................. 11 Vendor Center Catalog Subscriptions .......................................................................................................... 12 Vendor Center Catalog Settings .................................................................................................................. 14 Display Settings ..................................................................................................................................... 14 A/R Client Overrides for Vendor Catalogs ................................................................................................ 14 Update Documents to the Vendor Center .................................................................................................... 16 Updating Vendor Center............................................................................................................................. 16 Quantum Net ............................................................................................................................................ 17 User Security ......................................................................................................................................... 17 Ordering Screen..................................................................................................................................... 17 Show Details for the Item ....................................................................................................................... 18 Shopping Cart ........................................................................................................................................ 18 Order Confirmation................................................................................................................................ 19 e‐Quantum Download................................................................................................................................ 19
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Vendor Center distributor 2 - e-Quantum, Inc. · profile. Black text is displayed if selection matches at least (1) vendor’s profile Page Forward/Back Advances to the previous or
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Vendor Center
Table of Contents:
About the Vendor Center ............................................................................................................................. 2
Configuration and Setup ............................................................................................................................... 2
Company Maintenance ............................................................................................................................ 2
Edit Follow Up Codes ............................................................................................................................... 4
Vendor Center and the RFQ .......................................................................................................................... 4
Vendor Center and the PO ............................................................................................................................ 7
A/R Client Overrides for Vendor Catalogs ................................................................................................ 14
Update Documents to the Vendor Center .................................................................................................... 16
Updating Vendor Center ............................................................................................................................. 16
Quantum Net ............................................................................................................................................ 17
User Security ......................................................................................................................................... 17
Warranty: Information in this document is subject to change without notice and does not represent a commitment on the part of e-Quantum, Inc. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose other than the purchaser’s personal use without written permission of e-Quantum, Inc.
The e‐Quantum Vendor Center is a sourcing network that brings together buyers/distributors of custom printing services and advanced printing suppliers using a suite of online tools and personal service from technology professionals.
Purpose:
The Vendor Center allows you to search and add vendors to the e‐Quantum RFQ and PO as well as subscribe to Vendor Catalogs.
Configuration and Setup
Company Maintenance (File → Company Maintenance)
Step One: Navigate to File > Company Maintenance Step Two: Edit the desired company. Step Three: On the Options tab, Check Update Vendor Center.
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Security (File → Security)
It will be necessary to assign security to users who will be responsible for uploading and downloading documents to and from the Vendor Center. There is no security needed to use the sourcing and search functionality on the PO and RFQ.
Step One: Login as supervisor, Navigate to File > Security Step Two: Edit User or Group Step Three: In the File tree, expand the Q‐Send Menu Step Four: Expand the Vendor Center and assign security.
This step is necessary if you have set globally to update the Vendor Center, but you do not want to send documents up for a particular vendor. Note: You will also have the ability to un-flag on the document level. Additionally, inserting a vendors DUNS number will allow e-Quantum to automatically match vendors in Vendor Maintenance to the Vendor Center. Note: If the Duns number field is empty, e-Quantum will attempt to make a match based on phone number and address.
Step One: Edit Vendor, Page 2 & 3 tab. Step Two: Insert DUNS number on page 2 tab Step Three: Check/Uncheck Update Vendor Center, to override global setting
on page 3 tab.
Note: A list of Vendor Center vendors and their DUNs numbers can be found in Q‐Send > Match Vendor Center Vendors > Lookup Unmatched Vendors.
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Edit Follow Up Codes (O/E → O/E Maintenance → PO Tables → PO Follow Up Status) Vendors on the Vendor Center will have the ability to update the status of a PO and send that information back into your e-Quantum system. For the purpose of the Vendor Center, global Follow Up Codes must be used. Below is a list of codes that should be linked in your system if you wish to use this feature.
Step One: Follow Up Codes are entered in OE > OE Maintenance > PO
Tables > PO Follow Up Status. Step Two: Add or Edit Follow Up Code
Step Three: Match the Follow Up Code in your system to the Vendor Center Type.
Vendor Center and the RFQ
(O/E → Request for Quota on → RFQ Edi ng)
Step One: Create or edit a Request for Quote Step Two: Add item and price breaks Step Three: Click on Vendor Tab Step Four: Click on Find Vendors Button
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Step Five: Make selections by using the Checkbox function.
Find Vendors Screen Detail
Property Function
Tabs Allows you to search for vendors based on Equipment Used, Green Printing Capabilities, Fulfillment, General Printing Capabilities, Geographic Region, or Printing Suppliers.
Red/Black Text Red Text is displayed if selection does not match any vendor’s profile. Black text is displayed if selection matches at least (1) vendor’s profile
Page Forward/Back Advances to the previous or next tab
Footer Message This footer lets you know as you are making selections how many complete and partial matches exist.
Load Filter Loads a previously saved selection eliminating the checkbox selection process if the same items are requested.
Cancel Returns you to the RFQ with no selections
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Step Six: Click on Results Tab to display matching vendors.
Step Seven: Select desired vendors by using the Checkbox function.
Step Eight: Click the Add to RFQ button.
Results Screen Detail
Property Function
Filter Displays all selections checked from previous tabs. Black text signifies a matched selection for partial vendor, grey signifies unmatched selection for partial vendor.
Save Filter Allows you to save selection for future lookup
Load Filter Loads a previously saved selection eliminating the checkbox selection process.
Check All Icon Selects all vendors in list
Check None Icon De‐selects all vendors in list
Show Partial Matches Toggling between checked and unchecked will display only exact match or partial match vendors. Partial matches mean vendor cannot support all criterion selected.
Add to RFQ button Adds all selected vendors to RFQ
Cancel Returns you to the RFQ with no selections
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Vendor Center and the PO
(O/E → Purchase Order → PO Editing)
Step One: Create or edit a PO Step Two: Click on Vendor Tab Step Three: Click on Find Vendor Button
Vendor Screen Detail
Property Function
Follow‐Up Assigns status codes for follow up (i.e. out for artwork, customer approval, on schedule, ready to invoice, etc.). A date is also assigned specifying when follow up needs to be made.
Send to Vendor Center If checked, Quantum will export PO details to the Vendor Center platform for vendor monitoring purposes.
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Step Four: Make selections by using the Checkbox function.
Step Five: Click on Results Tab to display matching vendors.
Step Six: Select desired vendor by using the Checkbox function.
Note: Only one vendor can be selected.
Step Seven: Click the Add to PO button.
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Matching Vendors
(Q‐Send → Vendor Center → Match Vendor Center Vendors) The Vendor Center is located in the Q‐Send Module, Vendor Center.
Command: Function: 1. Match Vendor Center Vendors Used to match Vendor Center vendors to e-
Quantum vendors in AP.
2. Vendor Center Catalog Subscriptions
Used to select vendor catalogs and markup sell price.
3. Upload Documents To/From Vendor Center
Used to update order information to and from the Vendor Center.
4. Vendor Center Status Shows the last automatic upload and download and allows user to force an immediate update.
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This screen is used to match the vendors in e‐Quantum to those in the Vendor Center. E‐Quantum will attempt to match the vendors based on DUNS#, Phone Number or Address. If e‐Quantum finds a match, it will display the match as shown on the screen below.
Property Function
‐‐‐‐ Indicates a matched vendor. DUNS# shows in parenthesis.
MISS Indicated a mismatched vendor.
(xxx) Indicates a suggested match, with the criteria for the suggestions shown in parenthesis.
Lookup Unmatched Vendors This will display all the unmatched vendors on the vendor center
Hide matched vendors Suppresses the view of the matched vendors, leaving only mismatched or suggested matches in the view.
Save Selections Links the selections to the vendors in Vendor Maintenance.
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Unmatched Vendors
Property Function
View Capabilities Displays the printing capabilities of the vendor.
Add to e‐Quantum Adds the vendor to Vendor Maintenance.
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Vendor Center Catalog Subscriptions (Q‐Send → Vendor Center → Vendor Center Catalog Subscriptions) Vendor Center Catalog Subscriptions display all available Vendor Catalogs. When selecting View Items, a list of that vendor’s items will display. To customize the catalog, items may be removed from the list. Select Edit to subscribe to the Catalog and define a default margin.
Step One: Select the desired Vendor Catalog Step Two: View Items to remove individual items from the Vendor’s Catalog. Step Three: Click Edit to subscribe to the Catalog and define margins.
Step Four: Check the box to Subscribe to the catalog
Custom Title Catalog name displayed on Quantum Net
Product Group Default product used when the items in the catalog are downloaded to e‐Quantum.
Default Margin % Margin applied to all items in the vendor’s catalog
Default Retail Margin % Margin applied to Q‐Store items
Force Upload Forces margins and categories to update Quantum Net
Vendor catalogs may have up to three levels of categories. Each catalog level may have a different margin % and each category may be included or excluded. To assign different margins, click on category or subcategory (if subcategory is not displayed click the “+”) and select Edit. NOTE: Vendor Catalogs, Categories and Margins may be overwritten at the client level.
Category Used: Yes, display this category or No, does not display this category. Modify Margin Percentage by category. If left “0”, the category will use the Catalog’s default margin.
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Vendor Center Catalog Settings Display Settings (Q‐Net → Q‐Net Maintenance → Internet Configura on)
Selecting the Catalog tab displays all Vendor Center Catalogs noted in the Type column as
“Vendor Center”. The position of the catalogs can be changed by using the up and down arrows.
Once the desired sequence is determined, click Save.
Step One: Select the Catalog tab Step Two: Select the desired Vendor Catalog Step Three: Click Edit to override company defaults for categories and margins.
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Step Four: Edit Vendor Catalog Settings by Client. The “Name” of the catalog can be customized by the client. Step Five: Use the Edit button after selecting a Category or Subcategory to modify
Categories and Margin by Client.
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Update Documents to the Vendor Center This feature allows you to send awarded RFQ’s or ongoing PO’s up to the Vendor Center. On the Vendor Center the vendors can email questions, update status codes, input tracking and shipping information. The Update Documents feature can be located in Q‐Send > Vendor Center > Update To/From Vendor Center.
Updating Vendor Center and Vendor Center Catalogs This screen displays the status of the updates to the Vendor Center and Vendor Center Catalogs. e-Quantum will automatically update the Vendor Center/Catalogs and display the update on this screen. Additionally, a force update can be done at any time by selecting the desired button. The Updating Vendor Center/Catalog feature can be located in Q-Send > Vendor Center > Vendor Center Status.
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Quantum Net User Security
Quantum Net User Administration now has the ability to assign Catalog Security by User.
Ordering Screen
All catalogs will appear. When selecting the Vendor Catalog, the Categories of items will be displayed.
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Show Details for the Item
Overview will display the extended description for the selected item. The properties tab provides attributes, free format area for custom imprint information, ability to attach a file, price breaks and multiple images. The more info tab shows the previous PO date, previous PO number and back order quantity.
Shopping Cart
A Vendor Catalog item added to the Quantum Net shopping cart.
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Order Confirmation
Following the checkout process, the Order Confirmation may be printed. Confirmation emails will also be sent.
e‐Quantum Download After downloading your Quantum Net orders, Purchase Orders are generated for the Vendor Center Catalog items. The cost displayed is pulled from the Vendor Center Catalog cost.